A Profit That's Far Far Away...In a Good Way!
Alright alright settle down ogres and fairy tale creatures alike! Donkey here reporting LIVE from... well wherever SAP is! Turns out these brainy folks just dropped a HUGE profit bomb in the first quarter! Like 58% bigger than last year! That's like finding out Shrek actually likes to dance! Who knew?! They’re raking in 2.5 BILLION euros! That’s enough to buy a LOT of waffles… and maybe a dragon or two… for Fiona of course!
Cloud Nine or Cloud Gazing?
And get this their cloud business is BOOMING! Up 29%! That's like a giant beanstalk reaching all the way to… well the cloud! They're expecting their cloud revenue to be somewhere between 21.6 and 21.9 billion euros this year! That's a LOT of magic beans folks! They're sticking to their guns saying they're gonna hit those numbers. Confidence is key people! It's like I always say 'Believe in yourself even if you're a talking donkey!'
Trump Tariffs? More Like Trump et Blasts of Uncertainty!
So this SAP fella Christian Klein (sounds like a fancy perfume right?) he was yakkin' to CNBC about these new tariffs Trump's throwin' around. Apparently companies are worried! But Klein says his software is more “relevant than ever!” It's like they're selling anti anxiety potions to the business world! He says they help companies keep their supply chains strong which is super important! Because if you can't get your waffles what's the point of living?
Predictability? In THIS Economy?!
Klein also threw around the word "predictability" a lot. Now I'm a donkey. Predictability isn't exactly my strong suit (remember the dragon?) but apparently 86% of their revenue is recurring. That's like knowing Shrek will always be grumpy in the morning – you can set your watch to it! It's nice to know some things in this crazy world are as dependable as my need for a good waffle!
Analysts Say: 'They're Good! Really REALLY Good!'
All these fancy analysts are losing their minds! Deutsche Bank called SAP's performance a "masterclass in resilience!" That's like saying I'm a masterclass in… well being me! And JP Morgan says they're “resilient and defensive!” Those are big words even for a donkey who's been to a castle or two. Basically everyone thinks SAP is doing great even when things are tough out there! Like when you're trying to find parking at Duloc! Sheesh!
So What Does This Mean For You Me and Dragon?
So there you have it! SAP is raking in the dough their cloud business is soaring and they're apparently super resilient against all these global troubles. And I'm really looking forward to see what they'll do next. Maybe invest in some better waffle recipes? Just a thought! Stay tuned folks! Donkey's gotta go find some sunshine and maybe convince Shrek to try a spa day!
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oflove
I wonder what they'll do with all that money?
nizzle1122
Wow, those numbers are insane!
ap73870
Is SAP's software really that helpful?
lindasapp
Resilience and defensive, good traits to have in times like these.
vinh1000
I'm buying SAP stock tomorrow!
swtkillah
Tariffs are scary. Glad someone's figuring it out.
uksam
Give me waffles or give me death!